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Sheet Metal Workers Local Union 292 Trust Funds
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Annuity Document
Annuity Forms
Annuity Forms
Eligible Rollover Distribution Notice 2007
Spousal Consent to Waive J & S Form
Lump Sum Distribution Form
ID Docs Required and Checklist
Certification of Marital Single Status
Birth Certificate Alternatives
Participant Loan Consent Form
Spouse's Loan Consent Form
Distribution Application Forms- Updated 2018
Loan Application Forms - Updated 2018
Annuity Hardship Application
Annuity Notices and Recent Mailings
Annuity Notices and Recent Mailings
Investment Change Notice - Comparative Chart - Effective 03/01/2022
Investment Change Notice - Effective 03/01/2022
Investment Change Notice - Effective 06 20 2017
Annuity Fund - Recordkeeper Change and Blackout Notice with Website Instructions Eff 12 1 2016
Notice on QDRO Admin. Fee - 2015
Notice on Loan Provisions 2015
Annuity Fund - Summary Annual Report - PYE 2015
Fee Levilization Letter 2019
Annuity Fund - Fee Change Effective 11.15.22
Summary Plan Description
Summary Plan Description
Summary Plan Description - Sept. 2015
Annuity Fund Fee Change
Annuity Fund Fee Change
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